Michael Phillip Perez

Michael Phillip Perez
Vice President Financial Consultant Investment Services Group Truist Investment Services, Inc.
The Shaffer-Perez Group of Truist Investment Services, Inc.

22550 Davis Dr

Sterling, VA 20164-4449

Michael.P.Perez@Truist.com

Phone 703-668-1587

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About me

Background

Michael Perez is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 15 years of experience in financial services. In his time at Truist, Michael has served in multiple areas of banking, senior leadership and wealth management positions. He believes this has given him valuable insight to a client’s unique needs.  

As a Financial Advisor, Michael focuses on advising clients on developing and implementing investment strategies to help them pursue their immediate and future goals. He prides himself in guiding clients through the various complexities of financial planning through utilization of a goals based planning, objective advice and extensive knowledge of investments, risk management and other critical financial strategies. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's Degree, Business
Loyola University - Chicago

Personal Interests

Away from work, Michael is a student of the world and is currently enrolled in a program through University of Virginia to earn his Certificate of Financial Planning. Outside of his studies, he has a passion for travel and culture and is always planning for future trips. Michael is raising his two daughters, Scarlett and Penelope, to try and experience the world through various cultures.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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